A leading and successful specialist Top 30 charteredaccountancy practice based in Chatham; Kent is looking to appoint a Personal Tax Assistant Manager. This is a key position within a growing and well-regarded professional services firm, offering a mixed role across both compliance and advisory work. Our client is a forward-thinking accountancy and tax advisory firm, and they have an excellent reputation across Kent and the Southeast. The practice supports a wide range of clients, including directors of OMBs and SMEs, HNWIs, and UK and international private clients. Known for providing a high-quality personal tax compliance service, the firm also has a strong focus on delivering bespoke tax planning and advisory solutions.
As a Personal Tax Assistant Manager, you will:
1. Take ownership of a varied portfolio of personal tax clients.
2. Oversee and deliver annual self-assessment tax compliance work, ensuring deadlines and quality standards are met.
3. Support with the delivery of a range of tax advisory projects, including (but not limited to):
4. Capital Gains Tax (CGT)
5. Inheritance Tax (IHT)
6. Trust and estate planning
7. Remuneration planning and share schemes
8. Liaise directly with clients, building long-term relationships and becoming a trusted advisor.
9. Support junior team members and play a role in the development and review of their work